Swan Global Investments Announces New Hires, Expansion of Distribution Team

Announces Three Hires to Support Expansion of RIA & Institutional Business

Trio of Proven Financial Services Leaders Will Bring More Than Two Decades of Wealth Management and Institutional Investment Advisory Experience

Appointments Reflect Swan’s Commitment to Attracting Industry-Leading Talent and Pursuing Growth

DURANGO, Colo.--()--Swan Global Investments (“Swan”), a specialized asset management firm with a 20-year track record in hedged equity solutions, today announced the hiring of Paul C. Wharf, Brian Mackin, and Angela V. Choquette, CAP®, for the new roles of Managing Directors.

Mr. Wharf, who has more than 25 years of professional consulting and practice management experience, previously held senior roles at Pinnacle Private Wealth, Risk Paradigm Group and Highland Capital Management. In his new role, he will be responsible for developing Swan’s RIA business in the northeast region.

Mr. Mackin previously served as Vice President and Private Wealth Director at Franklin Templeton Investments and Vice President Senior Regional Director at Voya Investment Management. In his new role as Managing Director on Swan’s dedicated team of RIA specialists, Mr. Mackin will oversee the southeast division of RIA sales.

Ms. Choquette brings more than 15 years of experience in capital raising and fiduciary services to Swan, as well as philanthropic strategy expertise. Most recently, she was the Institutional Sales Director and Senior Philanthropic Strategist for the south region of Bank of America Private Bank. She previously held senior-level roles at Merrill Private Wealth Management and global consulting firm Accenture. At Swan, Ms. Choquette will be responsible for overseeing philanthropy and institutional sales functions.

Randy Swan, Founder and Lead Portfolio Manager of Swan, said:

“These key appointments reflect Swan’s growth and our ongoing commitment to building a best-in-class asset management platform dedicated to serving the RIA community, and we are thrilled to welcome such talented professionals to our organization. With the expansion of our Managing Director team, we can better serve the unique needs of financial advisors and look forward to continuing to work closely with RIAs to provide in-depth investment research, relevant market insights, distinct investment solutions and consulting services to help independent advisors grow their businesses. Additionally, with the hiring of Ms. Angela Choquette, Swan is excited to further expand its resources to help institutions and qualified purchasers achieve their objectives and philanthropic missions.”

About Swan

Founded in 1997, Swan Global Investments is a leading asset management firm that offers time-tested hedged equity and options-based solutions that have produced consistent long-term returns over time, by prioritizing the pursuit of preserving investors’ irreplaceable capital. There is no guarantee of performance, nor that the Fund will meet its objective or perform as other investment products Swan Global Investments manages.

Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS). Please note that registration of the Advisor does not imply a certain level of skill or training. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance that future performance will be comparable to past performance. This communication is informational only and is not a solicitation or investment advice. Further information may be obtained by contacting the company directly at 970-382-8901 or swanglobalinvestments.com.

Contacts

For Media:
Profile
Bela Kirpalani
swan@profileadvisors.com

Contacts

For Media:
Profile
Bela Kirpalani
swan@profileadvisors.com